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Disclosery

Clearstead Advisors, LLC: VBR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on VBR, newest first. How the timeline and the estimate are built.

Clearstead Advisors, LLC held 22,191 VBR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,191 shares
    Change vs previous 13F +4,012 shares

    0.05% of the 13F portfolio, value $5,392,201.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,179 shares
    Change vs previous 13F -1,708 shares

    0.04% of the 13F portfolio, value $3,949,439.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,887 shares
    Change vs previous 13F -474 shares

    0.05% of the 13F portfolio, value $4,211,810.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,361 shares
    Change vs previous 13F +413 shares

    0.06% of the 13F portfolio, value $4,249,526.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,948 shares
    Change vs previous 13F +860 shares

    0.05% of the 13F portfolio, value $3,889,975.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,088 shares
    Change vs previous 13F -171 shares

    0.06% of the 13F portfolio, value $3,555,906.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,259 shares
    Change vs previous 13F +1,236 shares

    0.06% of the 13F portfolio, value $3,816,759.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 18,023 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,618,770.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).